401(k) · DOL Form 5500 · 2024
American Mutual Underwriters, Ltd 401(k) Plan
Data updated 2026-08-25
- $448K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $223,909
- Avg per participant Above avg balance/head
Official DOL plan name: American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan · Sponsored by American Mutual Underwriters, Ltd · Hawaii · Finance & Insurance
$448K in assets, 2 participants
American Mutual Underwriters, Ltd's American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan reported $448K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #747 in Finance & Insurance (8,549 peers)
American Mutual Underwriters, Ltd multi-year trail
American Mutual Underwriters, Ltd's plans moved -60.8% in assets from 2022 to 2024; this filing shows American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan at $448K / 2 participants.
- #747
- in Finance & Insurance (8,549 peers)
- -32.9%
- assets change YoY
The plan reported a net loss of $219K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan among the smaller filed plans by assets
American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$447,817 17th percentile higher than 17% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan reported participants fell from 20 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan reported net income rose from -$475K in the plan year 2023 filing to -$219K in the plan year 2024 filing.
- American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan end-of-year assets fell from $667K in the plan year 2023 filing to $448K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 990085804 · American Mutual Underwriters, Ltd PY 2024 · 401(k)
American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan · $448K · 2 · 17th
- EBSA $448K
- PART 2
- TYPE 17th
- NET 401(k)
- BOOK near Chappano Wood Pll 401(k) Profit Sharing Plan
- VS-ST ind #747
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Hawaii →
American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan in the asset neighbourhood
American Mutual Underwriters, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All American Mutual Underwriters, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $448K 60.812201486594574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $1M |
| 2023 | 1 | 20 | $667K |
| 2024 | 1 | 2 | $448K |
American Mutual Underwriters, Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $667K |
|---|---|
| Net Assets (End of Year) | $448K |
| Net Income | -$219K |
| Employer EIN | 990085804 |
| Plan Effective Date | 1969-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514
American Mutual Underwriters, Ltd. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Chappano Wood Pll 401(k) Profit Sharing Plan in OH ($448K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($448K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.